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Lithia Motors

453 hedge funds and large institutions have $8.82B invested in Lithia Motors in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 166 increasing their positions, 167 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $7.91B → $8.82B (+$909M)

1% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 167

4% less funds holding

Funds holding: 471453 (-18)

9.54% less ownership

Funds ownership: 110.11%100.56% (-9.5%)

17% less call options, than puts

Call options by funds: $28M | Put options by funds: $33.6M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

23% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 74

Holders
453
Holders Change
-18
Holders Change %
-3.82%
% of All Funds
5.96%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
57
Increased
166
Reduced
167
Closed
74
Calls
$28M
Puts
$33.6M
Net Calls
-$5.58M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CIS
301
Connors Investor Services
Pennsylvania
$356K
SI
302
Stephens Inc
Arkansas
$355K -$160K -517 -33%
GC
303
Guggenheim Capital
Illinois
$351K -$46.1K -149 -13%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$349K -$35.6K -115 -10%
BC
305
Burney Company
Virginia
$328K -$37.4K -121 -11%
FTWA
306
Fifth Third Wealth Advisors
Ohio
$327K -$41.1K -133 -12%
CB
307
Commerce Bank
Missouri
$322K -$2.17K -7 -0.7%
SCM
308
Shelton Capital Management
Colorado
$321K
Jones Financial Companies
309
Jones Financial Companies
Missouri
$316K +$45.5K +147 +19%
HTC
310
Haverford Trust Company
Pennsylvania
$303K +$1.24K +4 +0.4%
Marshall Wace
311
Marshall Wace
United Kingdom
$301K -$11.9M -38,593 -98%
EC
312
EntryPoint Capital
New York
$301K -$318K -1,028 -54%
FFM
313
Forum Financial Management
Illinois
$298K +$59.4K +192 +28%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$297K
Wolverine Trading
315
Wolverine Trading
Illinois
$296K -$26.9K -87 -9%
OFS
316
OneAscent Financial Services
Alabama
$295K -$179K -578 -40%
MF
317
Magnetar Financial
Illinois
$294K -$82.9K -268 -24%
CCIA
318
Campbell & Co Investment Adviser
Maryland
$293K -$2.4M -7,766 -90%
US Bancorp
319
US Bancorp
Minnesota
$286K +$97.7K +316 +60%
VA
320
Vident Advisory
Georgia
$285K +$11.4K +37 +5%
EI
321
Ethic Inc
New York
$285K -$50.7K -164 -16%
LSA
322
Leonteq Securities AG
Switzerland
$284K +$260K +841 New
EWA
323
EverSource Wealth Advisors
Alabama
$277K +$84.4K +273 +50%
Commonwealth Equity Services
324
Commonwealth Equity Services
Massachusetts
$275K -$44.9K -145 -15%
STA
325
Summit Trail Advisors
New York
$271K +$248K +801 New

LAD Hedge Fund Activity: Q2 2025 in Review

453 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2025, worth a combined $8.82B — up 11% from $7.91B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of LAD and 57 opened new positions — a net loss of 17 holders — while 167 trimmed existing stakes and 166 added.

The largest buyer was BlackRock, adding an estimated $83.6M. The largest seller was Brave Warrior Advisors, exiting entirely with an estimated $112M sold.

  • 453 institutional investors held Lithia Motors (LAD) as of Q2 2025, down from 471 in Q1 2025.
  • Funds reported $8.82B of Lithia Motors stock for Q2 2025, up 11% quarter-over-quarter.
  • 57 funds opened new Lithia Motors positions in Q2 2025 and 74 closed out, a net change of -17 holders.
  • The largest Lithia Motors buyer in Q2 2025 was BlackRock, an estimated $83.6M added.
  • The largest Lithia Motors seller in Q2 2025 was Brave Warrior Advisors, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2025.